LWM
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Liberty Wealth Management’s Ferrari RACE Stock Holding History

Liberty Wealth Management’s Portfolio RACE Stock Details RACE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-66
Closed -$15K – 870
2021
Q3 		$15K Buy
66
+33
+100% +$7.08K 0.01% 722
2021
Q2 		$7K Buy
33
+7
+27% +$1.46K ﹤0.01% 732
2021
Q1 		$5K Hold
26
– – ﹤0.01% 703
2020
Q4 		$5K Sell
26
-3
-10% -$612 ﹤0.01% 698
2020
Q3 		$5K Buy
29
+4
+16% +$744 ﹤0.01% 633
2020
Q2 		$4K Sell
25
-5
-17% -$806 ﹤0.01% 656
2020
Q1 		$5K Buy
+30
New +$4.84K ﹤0.01% 588

Other funds holding RACE

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

Liberty Wealth Management's RACE Position: Q4 2021 in Review

Liberty Wealth Management sold out of Ferrari (RACE) in Q4 2021, closing a stake of 66 shares — an estimated $15K sold.

Liberty Wealth Management first reported a position in RACE in Q1 2020 and held it in 7 quarters. The position peaked at $15K in Q3 2021. 450 funds tracked by Wall St. Rank hold RACE as of Q4 2021.

  • Liberty Wealth Management reported no remaining Ferrari position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 66 Ferrari shares in Q4 2021, an estimated $15K.
  • Liberty Wealth Management first reported a position in Ferrari in Q1 2020 and held it in 7 quarters.
  • Liberty Wealth Management's Ferrari position peaked at $15K in Q3 2021.
  • 450 funds tracked by Wall St. Rank held Ferrari as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.